0001214659-20-005392.txt : 20200604 0001214659-20-005392.hdr.sgml : 20200604 20200604172000 ACCESSION NUMBER: 0001214659-20-005392 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20200604 DATE AS OF CHANGE: 20200604 EFFECTIVENESS DATE: 20200604 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RSM US WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001679031 IRS NUMBER: 411944416 STATE OF INCORPORATION: DE FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20277 FILM NUMBER: 20943749 BUSINESS ADDRESS: STREET 1: 801 NICOLLET MALL STREET 2: SUITE 1100 W TOWER CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 612-376-9363 MAIL ADDRESS: STREET 1: 801 NICOLLET MALL STREET 2: SUITE 1100 W TOWER CITY: MINNEAPOLIS STATE: MN ZIP: 55402 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001679031 XXXXXXXX 12-31-2014 12-31-2014 false RSM US WEALTH MANAGEMENT LLC

801 Nicollet Mall Suite 1100 W Tower Minneapolis MN 55402

13F HOLDINGS REPORT 028-20277 N Amy Priebe 704-442-3814 /s/ Amy Priebe Charlotte NC 05-28-2020 0 146 372689 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 366 8127 SH SOLE 0 0 8127 ABBVIE INC COM 00287Y109 546 8343 SH SOLE 0 0 8343 ALLIANT ENERGY CORP COM 018802108 811 12208 SH SOLE 0 0 12208 ALPS ETF TR ALERIAN MLP 00162Q866 837 47766 SH SOLE 0 0 47766 ALTRIA GROUP INC COM 02209S103 1554 31204 SH SOLE 0 0 31204 AMAZON COM INC COM 023135106 360 1161 SH SOLE 0 0 1161 AMERICAN TOWER CORP NEW COM 03027X100 286 2884 SH SOLE 0 0 2884 AMGEN INC COM 031162100 227 1425 SH SOLE 0 0 1425 APPLE INC COM 037833100 2230 20205 SH SOLE 0 0 20205 AT&T INC COM 00206R102 1454 43292 SH SOLE 0 0 43292 BANCO SANTANDER SA ADR 05964H105 339 40713 SH SOLE 0 0 40713 BANK AMER CORP COM 060505104 1067 59662 SH SOLE 0 0 59662 BANK NEW YORK MELLON CORP COM 064058100 283 6986 SH SOLE 0 0 6986 BERKSHIRE HATHAWAY INC DEL CL A 084670108 904 400 SH SOLE 0 0 400 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 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0 3427 DISNEY WALT CO COM DISNEY 254687106 549 5769 SH SOLE 0 0 5769 DU PONT E I DE NEMOURS & CO COM 263534109 248 3350 SH SOLE 0 0 3350 DUKE ENERGY CORP NEW COM NEW 26441C204 3469 41523 SH SOLE 0 0 41523 EMERSON ELEC CO COM 291011104 238 3861 SH SOLE 0 0 3861 EXPRESS SCRIPTS HLDG CO COM 30219G108 294 3471 SH SOLE 0 0 3471 EXXON MOBIL CORP COM 30231G102 2216 23971 SH SOLE 0 0 23971 FASTENAL CO COM 311900104 675 14200 SH SOLE 0 0 14200 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 4199 149175 SH SOLE 0 0 149175 FIRST TR MORNINGSTAR DIV LEA SHS 336917109 2845 118697 SH SOLE 0 0 118697 FORD MTR CO DEL COM PAR $0.01 345370860 160 10302 SH SOLE 0 0 10302 GENERAL ELECTRIC CO COM 369604103 1364 53503 SH SOLE 0 0 53503 HMN FINL INC COM 40424G108 1163 93798 SH SOLE 0 0 93798 HOME DEPOT INC COM 437076102 336 3199 SH SOLE 0 0 3199 HONEYWELL INTL INC COM 438516106 405 4054 SH SOLE 0 0 4054 IDEXX LABS INC COM 45168D104 222 1500 SH SOLE 0 0 1500 ILLINOIS TOOL WKS INC COM 452308109 313 3289 SH 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RUS 2000 VAL ETF 464287630 12836 126239 SH SOLE 0 0 126239 ISHARES TR RUS MD CP GR ETF 464287481 1928 20680 SH SOLE 0 0 20680 ISHARES TR RUS MDCP VAL ETF 464287473 2509 34009 SH SOLE 0 0 34009 ISHARES TR S&P 500 GRWT ETF 464287309 9681 86747 SH SOLE 0 0 86747 ISHARES TR CORE S&P500 ETF 464287200 9323 45067 SH SOLE 0 0 45067 ISHARES TR S&P 500 VAL ETF 464287408 486 5185 SH SOLE 0 0 5185 ISHARES TR CORE S&P SCP ETF 464287804 894 7835 SH SOLE 0 0 7835 ISHARES U.S. PFD STK ETF 464288687 1209 30664 SH SOLE 0 0 30664 ISHARES SILVER TRUST ISHARES 46428Q109 175 11608 SH SOLE 0 0 11608 ISHARES TR TIPS BD ETF 464287176 378 3371 SH SOLE 0 0 3371 ISHARES TR RUS 1000 ETF 464287622 30819 268860 SH SOLE 0 0 268860 ISHARES TR RUS MID-CAP ETF 464287499 2524 15109 SH SOLE 0 0 15109 ISHARES MRGSTR SM CP ETF 464288505 1070 7718 SH SOLE 0 0 7718 ISHARES TR RUSSELL 3000 ETF 464287689 233 1903 SH SOLE 0 0 1903 JOHNSON & JOHNSON COM 478160104 1149 10991 SH SOLE 0 0 10991 JPMORGAN CHASE & CO ALERIAN ML ETN 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921943858 9956 262841 SH SOLE 0 0 262841 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5776 144337 SH SOLE 0 0 144337 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 802 14982 SH SOLE 0 0 14982 VANGUARD INDEX FDS GROWTH ETF 922908736 1167 11177 SH SOLE 0 0 11177 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 474 6897 SH SOLE 0 0 6897 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1382 14639 SH SOLE 0 0 14639 VANGUARD INDEX FDS MID CAP ETF 922908629 203 1646 SH SOLE 0 0 1646 VANGUARD INDEX FDS REIT ETF 922908553 17557 216751 SH SOLE 0 0 216751 VANGUARD INDEX FDS SMALL CP ETF 922908751 201 1719 SH SOLE 0 0 1719 VANGUARD INDEX FDS SML CP GRW ETF 922908595 421 3345 SH SOLE 0 0 3345 VANGUARD INDEX FDS SM CP VAL ETF 922908611 339 3206 SH SOLE 0 0 3206 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 220 2674 SH SOLE 0 0 2674 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 234 4412 SH SOLE 0 0 4412 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5845 55139 SH SOLE 0 0 55139 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